Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandie? Claim Your ProfileBrandie Trecee Fintchre is a financial professional with over 10 years of experience in the industry. Brandie is currently a Registered Representative at First Citizens Investor Services, Inc., where she has been employed since May 2017. Prior to that, she held positions at PNC Investments and RBC Centura Securities. Brandie holds Series 6, 7, 24 and 63 licenses, and has earned the Certified Financial Planner designation. Brandie works with a range of clients, including individuals, corporations, and non-profit organizations, providing them with financial planning, investment management, and other related services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
06/05/2017 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
06/19/2012 - 05/02/2017
PNC INVESTMENTS (RALEIGH NC)
NC
04/26/2004 - 04/23/2007
RBC CENTURA SECURITIES, INC. (DURHAM NC)
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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